Home Page FAQs
- Is the homepage mail box a fully functional mail system?
- The message system is designed to support internal messaging within the system as well as outgoing emails to addresses that are contacts in the system. This mailbox messaging system should not take the place of a normal email system. This system will not send email to addresses typed in "on-the-fly" and it will not receive email from outside the system.
- What is the purpose of Tasks?
- Tasks allow you to create and assign actionable items. Once you create a task, you can assign it to yourself or an employee in the system. The task page also lists details about outstanding tasks such as their priorities, due dates and age.
- What are Action Lists?
- Action lists allow for the creation of market segmented contact lists that you can address in a specialized way. From this list you can add details about phone conversations, opportunities created, trouble Tickets, and send out messages directly to the contact. These actions are also stored in the contacts record.
- Are their additional business tools?
- Yes.